Ideas

Can we add an option in the admin section where we can define the default fields of a forms, when a new form is created within that particular instance. Ex: Currently whenever we create a new form, we always get First Name, Last Name and Email. There should be an option in admin section where we can define some custom fields like UTM etc. as a default field available in the form whenever anyone creates a new form. ... View more

There's been previous conversations about how "before" date filters include blank values, and whether or not that is ideal behavior. I think the best solution to this would actually be to add another constraint to date/datetime fields called "include blanks: true/false." That way you could make determinations definitively whether blank dates should be included in each filter. ... View more

I'm working on changes to our RCM model and doing testing in our sandbox.  Currently its required to have to rebuild the model in PROD once testing in the sandbox is approved which means i need to revalidate everything again in production to make sure I did not make any errors when re-creating it.  Would love to be able to import the RCM model from a sandbox or other instance of Marketo.  ... View more

Due to a Salesforce input error, we need to find emails from outside the United States ending with a local email domain in our database.   Can we add a filter into the Email Address for "ends with" ?  such as .co.uk .fr . de . see .it etc to identify Country. As often, only two letters using the "contains" filter brings in too many additional addresses where the letters are part of a name or company.   This will also help with reporting, personalisation and target audiences.   Thanks, Zoe    ... View more

Can you please add the ability to rearrange the fields on the layout when viewing custom object records? The fields are perhaps arranged according to the order in which they were created, but there are logical groupings that we want to create to make it easier when viewing the records. As it stands, we have date fields that are all over the place, in an order that is not helpful.   ... View more

The process of analyzing email clicks is very manual involving a lot of data manipulation in Excel.    For example, if we want an email performance report that excludes footer clicks (to remove social media icons, preference center, unsub, etc.) we have to pull a link performance report, get that number, and update it on the email performance report.  We can't use the green filters in Marketo since it would filter people out across all metrics instead of just clicks.  I know we can include the MktoNoTrack tag in the HTML, but there are times we'd like to see that click traffic, so it would be helpful to have the data available to us.   ... View more

As part of the GDPR, we need to get consent from people in order to be able to keep their data. If someone registers to download a white paper but does not opt-in, we are supposed to delete any reference to the person. This means deleting it or anonymize it. One very big issue with this is that when we delete the person, it is automatically deleted from all reporting. The work around this is to anonymize the person, since it is accepted that we keep anonymous information in our systems. We can easily replace the first name, last name or email address in the database with "John Doe" or "Anonymous Person". But there are some information that cannot be manipulated from a smart campaign: Cookie IDs attached to the person Inferred and system data such as the IP address Data value changes in the activity logs Fills out form in the activity logs Furthermore, relying on users to run data value changes is error prone. It would be very helpful if a new "anonymize Person" flow step was created. In the field management, we would be able to define which fields should be anonymized, and what would be the anonymous value for each of them (for instance, we would define that the anonymous value for first name would be "Anonymous" and for last name it would be "Person", and NULL for the email address). Then, when running the "Anonymize person" flow step, Marketo would automatically replace all the fields set in the admin with their anonymous value, cleanse the system fields that could be considered as personal Ids and also cleanse all the DVC activities (either deleting them or replacing all values with their anonymous counterpart). -Greg ... View more

New possible duplicate records could be found by adding new fields or combination of fields in the "Duplicate Fields" filter. Besides the existing ones, we believe the following ones would help detect duplicates: 1- Mobile Phone Number 2- LinkedIn Profile URL 3- Combination of First Name, Last Name and Company Name And we understand the level of complexity of doing so should be relatively low. ... View more

Please create a way for me to update the field label of a field when it is in use! We have fields that we are using throughout our instance that are too deeply integrated to update with the current workflow. Our specific use case is related to attribution tracking. We are adding and changing some UTM fields and would like to update our field labels to denote 'First Touch' and 'Last Touch'. We are using global forms but the fields are still too intimately tangled with our programs, filtering, etc. for us to be able to remove the field from use in order to update the name. Its not critical to the business but it would make my life a whole lot easier if we could do this!  ... View more

It would be nice when filtering email activity history and email triggers (e.g. "was delivered email," "opens email") to have a filter for whether or not the email was operational. Obviously this wouldn't be that important if you are filtering the activity for one specific email, but if you wanted, for example, to do scoring differently for operational vs promotional emails, or simply to track the number of operational emails records are receiving, this would be very helpful. The system already knows whether an email is operational or not, so it wouldn't even be new information to add, just surfacing it in a new place. ... View more

As a developer who builds tight integrations with Marketo, I am interested in being able to send users back to Marketo where appropriate reviews can be done for things like Lead records, Smart Lists, various Assets, etc. For example, if I am showing records to a Marketo customer that may need to be reviewed (such as having a bad email address), I'd like to provide the exact record in Marketo's UI for cross-referencing. However, to create a URL around a Lead record's details, the structure needs to be like the following:   https://app-aba.marketo.com/leadDatabase/loadLeadDetail?leadId=123   Without an Idea like Provide API method to determine instance datacenter , there is no way to provide a correct URL to end users. There is no valid way to create a redirect that would allow a developer to send people back to Marketo without knowing the exact datacenter and pod.   Today, Salesforce works around this potential issue by using login.salesforce.com as a valid wildcard redirect, like so:   https://login.salesforce.com/lightning/r/OBJECT_TYPE/<RECORD_ID>/view   However, no such equivalent exists inside Marketo's architecture. The current closest behavior involves the newer URL structure of https://engage-ab.marketo.com/?munchkinId=123-ABC-456#/classic/MA, where an improper datacenter will still resolve—swapping the URL for "engage-sj" or similar still results in the final correct URL. Given that we want to help keep Marketo users inside Marketo where relevant, could a wildcard redirect link be made available? ... View more

Upcoming changes to Chromium are enforcing better policies around using Secure and SameSite flags in cookies. Unfortunately, this conflicts with the way Marketo writes cookies today and could potentially cause major issues for Marketo customers once this is rolled out—Microsoft and Mozilla are also planning to treat cookie flags differently around the same time. Could cookie writing please be updated at a minimum to have the Secure flag set (and preferably explicitly declare SameSite=None when appropriate on third-party values and Lax on first-party)? Otherwise, this could lead to headaches. Getting it prioritized now will ensure the transition is seamless for Marketo customers. ... View more

I would like to be able to use Marketo's REST API to move Program(s) from Folder A (current) to Folder B (desired). Currently, there is no available API endpoint to do this operation, but it is crucial to a fully automated Archive process which maintains Program Member Data. I think this Marketo Nation post does a good job of describing the issue as well: https://nation.marketo.com/t5/product-discussions/rest-api-to-move-assets-move-email-program-frrom-folder-a-to/td-p/300009 Ideally, I'd like there to be a POST "Move Programs" endpoint, but it might also be possible to accomplish this with the POST "Update Program Metadata" endpoint as well if a query parameter for "Folder" was added. Thanks for considering! ... View more

With all the focus on keeping spam complaints low it would be great if there was a way to track spam complaints on the campaign level instead of having to create a smart list looking for spam complaints and then having to dive into the activity log to find the campaigns. Spam complaints per email send should be visible like any other metrics on an email performance report and the email tab for each campaign - count and percentage. ... View more

Currently Marketo - LinkedIn Audience Match integration only uses email address to match audiences in LinkedIn. This causes small match rates and smaller audiences than when manually importing customer lists or using rival tools.  LinkedIn Integration should be enabled to use all the possible data points to get higher match rates and better audiences. These include: email, firstname, lastname , jobtitle, employeecompany, country. ... View more

The purpose of this idea is to gather all requirements for the next level of program token management. Here they are : New types of tokens required : URL token types (​) so that managing URLs for CTAs no longer requires a 1 page how-to guide Image / File token types, so that updating a image in a email or LP can be done easily without error (​) Form tokens types to enable changing the form in an LP without editing the LP. See List and smart list tokens () Formula tokens () All tokens providing program information, tags etc... (​) Multi line text tokens (not rich text, but just multi-line) List of values tokens (​ Thx Andrew Sielen​) Select field tokens, so that the standard user cloning programs has the possibility to choose values within a limited list (in conjunction with limited rights, see below). See , thx Robb Barrett Color picker tokens (), which settings could be restricted to a limited set of values. Program level or campaign level UTM tokens that would be automatically appended to emails links PURL tokens (see ) Asset (email, Landing page) tokens, that would provide the asset name, the asset ID, the asset template (see ​) Tokens that could store value lists to be used in forms 2.0 select field values (see ) User/sender tokens should also be available for MSI emails: (Thx Josh Hampleman ),   (Thx Aqeel Akbar) and Change the Date Token to a DateTime.  When used for a webinar it'd be nice to be able to put in the time of the webinar, not just the date, so that we could use the token on reg page. Have a Time Token that automatically parsed it into local timezones. If I set the token for 12:00 CST it'd be nice if it showed up as 1:00 EST on the landing page, based on their locale. Tokens to set CRM users that could be used in lead assignment flow steps. See Furthermore, we should be able to access campaign/program member values as tokens, including SFDC custom fields on the campaign member object (see ​) We should also be able to access all SFDC campaign fields as tokens in Marketo programs. See ​, ​, ​, ​ and this one ​ and this one: ​. Of course, all these would be used in flow steps (such as change data values, interesting moments, SFDC task creation, etc...) and in assets Token management also needs some significant improvement : We should be able to know easily where a token is used (see ​, thx 54930​​ and ​, thx Jordan Lund​ Token name change should be propagated to where they are used (see ​, thx Boris Kiperas​​) We should be able to nest tokens (​, thx 77896c23b3a73646ac738677aabf9c4454ddc324​​ and ​, thx 3f4b511b1ff3aa191ec9a659bd8f25e857df9b7e​) Token definition should be separated from token value entry. We should be able to control who can create / delete tokens or edit token names or settings (see ) and it should also be possible to control who has the right to edit token values. Cloning tokens should be easy (see ​, thx Cecile Maindron​) and moving them should be done without having to recreate them (see ​) It should be possible to override token values down to each asset (see ​, thx @Alan Brown) We also would need to have the token inheritance to be brought to full power with root folder tokens (see ) It would be welcome if the tokens could be ordered in programs or folders to make them easier to manage. See ​​ Ability to create validation rules on token, to ensure correct entries (Thx Robb Barrett​) Token input should be submitted to some validation. See It should be possible to append some help text to tokens. See Finally, token usage should also be strengthened : "My tokens" could be used as default values for field tokens (see ) My Tokens to be used to be default values for forms 2.0 fields, including hidden ones (Thx 14675​) see here ​ More token drop lists everywhere tokens can be used. Using local tokens in forms 2.0    (Thx Dan Stevens​). Great one It should be possible to use tokens in filter and trigger parameters and constraints. See (Thx Jeff Shearer​) and more globally in all smart lists in smart campaigns. See (Thx Dan Stevens​) UTM tokens should automatically be appended to all email links. see ​ It should be possible to update {{my.token}} values from within a smart campaign. See ​ Use of tokens to populate form field list of values () Program, lead and company tokens should render in MSI. See (Thx Alex Stanton) All these improvements, combined, would lead Program + tokens technology to a unmatched productivity tools for marketers in small to very large teams. -Greg ... View more

We have found that we will want to test out different templates, but cannot change the template once we have created an email. The biggest time that we run into this is we have our company logo template in English and French. If I want to clone an English email to simply add the French text, I cannot do this because I can't change easily from one template to another. It adds extra steps and causes me to have to have the English version open at the same time to make sure the formatting is the same. I want to have a button so that I can easily change the template once I have started working on an email. ... View more

There is no way to set an alert when records fail to sync to an SFDC campaign in a bulk manner or even create a report along the lines of .....   "Filled our form" -and- "not was added to SFDC campaign -- is ANY"   And no way to in a Smart List to query the person log entry for:   "Sync to SFDC campaign - Failed"   Each lead has to be manually checked (or uploads monitored), and requires folks doing this on a regular and timely fashion. Would be great if I could have some kind of alert, or even a single Smart List that uses the 'is any' operator, for leads that were not added to an SFDC campaign in a reasonable time period.   Thanks! ... View more